Lido Advisors
PIV

Lido Advisors’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Lido Advisors’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-619,373
Closed -$18.5M – 468
2018
Q1 		$18.5M Sell
619,373
-14,492
-2% -$432K 3.2% 7
2017
Q4 		$19.3M Sell
633,865
-44,259
-7% -$1.35M 3.16% 6
2017
Q3 		$19.7M Sell
678,124
-58,841
-8% -$1.71M 3.39% 5
2017
Q2 		$20.6M Sell
736,965
-29,847
-4% -$835K 4.28% 2
2017
Q1 		$21.2M Sell
766,812
-215,754
-22% -$5.97M 5.87% 1
2016
Q4 		$25.5M Buy
982,566
+30,664
+3% +$797K 6.3% 2
2016
Q3 		$24M Buy
+951,902
New +$24M 7.33% 2

Other funds holding PIV

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return